Jennifer Caravello is a financial advisor with Halbert Hargrove in Bellevue, WA, holding a Series 65 designation and with 10 years of industry experience. She has been with Halbert Hargrove since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework and combines qualitative due diligence with quantitative testing to manage allocations across various asset types.

Rose Brink Capriola is a CFP® and Series 65 licensed financial advisor at Abacus Wealth Partners with five years of industry experience. Prior to joining Abacus in 2021, she worked in agricultural ventures including DaVero Farms and Winery and Singing Frogs Farm. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base, including individuals, families, and institutions. The firm employs an asset-class investing approach using no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private pooled investments for qualified clients.

Robert Lewis is a CFP® with five years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2021. Prior to this, he has been employed at the Jet Propulsion Laboratory since 2016. He is involved with GK Tax and Accounting, providing accounting services and acting 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 offers wealth management and financial planning services through an active management approach that incorporates fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting.

Amber Wynn is a financial advisor at Savvy with one year of industry experience. She is also the owner and CEO of Amber Wynn, Philanthrepreneur Nonprofit Management Services, where she provides nonprofit consulting focused on strategic development and training. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, 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, option overlays, and ESG-focused models, supported by proprietary technology and third-party platforms.

Tisha Neal is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Ryan Gomez is a CFP® and holds a Series 66 license, currently advising at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. His prior roles include positions at OSAIC and UBS Wealth Management, among others. Outside of finance, he has experience working in the food service industry. 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 with ongoing monitoring and supports a large client load through standardized programs and digital tools.

Andrew Johnson is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SWS Financial Services since 2004. Momentum Independent Network serves a broad range of clients including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and Envestnet for model delivery and account management.

Barrett Porter is a CFP® with 24 years of industry experience, currently serving at Abacus Wealth Partners where he has worked for 17 years. His prior roles include positions at Abacus Portfolios, Adaptive Wealth Engineering, SII Investments, Pension Planners Securities, and Financial West Group. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to a range of clients including individuals, families, high-net-worth clients, and various organizations. The firm uses an asset-class investing approach grounded in academic research, incorporating ESG screening and private pooled vehicles into client portfolios when appropriate.

Hatem Dhiab is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. He has previously worked at LPL Financial for seven years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, Dhiab refers clients to Gerber Kawasaki Tax Services 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, corporations, and municipal clients. The firm offers wealth management, financial planning, pension consulting, and tax preparation services, employing an active investment management approach with customized models, systematic rebalancing, and tax-loss harvesting.

William Pettus is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at California Retirement Advisors Group, First Allied Advisory Services, and Waddell & Reed. He is also an independent insurance agent focusing on life insurance and annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies, emphasizing diversification and alignment with clients’ objectives.

Samuel Boone is a financial advisor at Maia Wealth with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Maia Wealth and Simplicity Wealth in 2026, he worked at Intuit and Robinhood Markets. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses. The firm combines fundamental, technical, and cyclical analysis in its long-term investment approach, utilizing mutual funds, ETFs, individual securities, and independent managers to meet client objectives.

Kylie Schwartz is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has worked in various roles including positions at California State University, Long Beach and several hospitality establishments. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, institutions, and charitable organizations through discretionary, fee-only investment management and financial planning services. The firm uses a committee-driven investment process combining qualitative and quantitative research to build diversified portfolios and integrates both traditional and alternative investment strategies.

Michelle Cooper is a financial advisor at Certuity, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Camden Capital, UBS Financial Services, and Capstone Investment Advisors. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy that incorporates both fundamental and quantitative analysis.

Cyrus De Reu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2022. His prior work includes roles at Doordash, Nike, Inc., and Azusa Pacific University. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse clientele, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, fee-only investment management coupled with financial planning and retirement plan services, utilizing a multi-advisor platform with an investment committee that employs both qualitative and quantitative research methods.

Evan Rice is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Gerber Kawasaki, he worked at EP Wealth Advisors and Kidder Matthews, and he graduated from the University of California, Los Angeles. Gerber Kawasaki 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 manages portfolios with tailored strategies and uses techniques such as tax-loss harvesting and active stop-loss management.

Roy Guia is an advisor with Mariner Independent in Torrance, CA, with experience primarily in accounting and financial services since 2016. His background includes roles at several accounting firms such as Westside CPAs LLP, Armanino, Marcum LLP, and operating his own Roy Guia Accountancy Corporation. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisors and a variety of investment platforms.

Stephen Tu is a financial advisor at SeaCrest Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. He also serves as a mortgage financing referral partner. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and incorporates AI tools for decision support.

Lynn Kulzak is a financial advisor at BCG Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BCG Securities since 2003, with prior experience at Horace Mann Investors, Inc. since 2019. BCG Securities serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored investment policy statements and non-discretionary advice, using independent third-party managers and multiple investment analysis methods.

Coco Lorenzo is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2018 and previously held roles at The Leaders Group Inc and Stonemark Wealth Management. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services along with wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements and employs asset allocation, third-party sub-advisors, and alternative investments as appropriate.

Cameron Doty is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Certuity, LLC since 2020 and previously held roles at Camden Capital and Aramark. Certuity, LLC manages approximately $3.3 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm focuses on a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis, with offerings that include separately managed public equity strategies and access to private markets.